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1 week ago | 
the-ken.com | Rohin Dharmakumar
Good morning [%first_name |Dear Reader%], It's nice to be back in your inbox after a two-week break. I had a lovely vacation and am suitably recharged and re-energised! I came back after being away from work for 12 days. And yet, I did not feel guilty, backlogged, or anxious because of what may have happened while I was away or all the pending emails and to-dos that would have piled up. One reason is I've got a great bunch of colleagues who held the fort. A younger me might've been a tad insecure.
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2 weeks ago | 
the-ken.com | Rohin Dharmakumar
By Rohin Dharmakumar Sebi-registered advisors are an endangered species. So who guides retail investors? Licensed investment guides, or what remains of them, mostly cater to the rich, as complying with regulations means incurring substantial costs. Fintechs like ET Money and Value Research may have a solution for the lot left behind
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3 weeks ago | 
the-ken.com | Rohin Dharmakumar
Bigbasket, Blinkit, Instamart, and Zepto are all fighting to capture more and more share of the quick-commerce market. But as they scale, a new set of players fulfilling one use case in minutes is entering the market with hype and funding. Does this mean we will see an unbundling of quick commerce from being an everything store to having separate apps for everything? Or is it just another cycle of unbundling and bundling?
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3 weeks ago | 
the-ken.com | Rohin Dharmakumar |Praveen Gopal Krishnan
A retail investor in India has no shortage of opportunities and support today. There are more instruments to pour capital into than a few years ago, and platforms offer analytical tools to give users a leg up—if they know how to use these features. That hasn’t made investing easier. There’s immense volatility. Many stocks have shallow liquidity. Easy money is no longer easy to get. And some age-old advice no longer applies.
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1 month ago | 
the-ken.com | Rohin Dharmakumar
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1 month ago | 
the-ken.com | Rohin Dharmakumar
A community-powered Sunday newsletter on mental models, self-reflection, learning, growth, photos, books, and more. Subscribe here Good morning [%first_name |Dear Reader%], What a non-summer we've had this year. I've always remembered 1 June as the approximate day that the monsoon hits the Kerala coast. This year, it arrived on 24 May. The truncated summer and early rains (both pre-monsoon and monsoon) have played havoc with mango trees. Farmers are suffering .
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1 month ago | 
the-ken.com | Rohin Dharmakumar
Reliance Retail is a behemoth that sells everything—from the recently revived Campa Cola to luxury jackets. And the more than 19,300 stores across its verticals makes it the largest retailer in the country. But Reliance Retail seems to have run the race a bit too fast, and is now plagued by its very efforts to dominate every market it enters.
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1 month ago | 
the-ken.com | Rohin Dharmakumar
The original big AI bus that came was Large Language Model, or LLMs, the foundational model bus. India missed it. Then the conversation became let others develop the foundational models, we’ll just do a better job of building applications on top of it. We’ll become the use case capital of the world. There are some startups from India in the space, but none of them are in the same league as their global counterparts. So in some ways, we’ve missed that bus, too.
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1 month ago | 
the-ken.com | Rohin Dharmakumar
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1 month ago | 
the-ken.com | Rohin Dharmakumar
A community-powered Sunday newsletter on mental models, self-reflection, learning, growth, photos, books, and more. Subscribe here Good morning [%first_name |Dear Reader%], As I finish writing this edition on a cloudy and overcast Saturday evening in Bengaluru, there is a much darker shadow over all of India. That of war. Let's hope that by the time you're reading this, those clouds have scattered a bit and are being blown away by forces and people much bigger than us.
